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GP Margins

@gpmargins.bsky.social

NHS GP (Barely), CFA exam passer, market enjoyer.

33 Followers  |  112 Following  |  10 Posts  |  Joined: 12.11.2024  |  1.6225

Latest posts by gpmargins.bsky.social on Bluesky

Weird thing is, air traffic controllers tend to have extremely stringent health requirements which doesn’t lend itself to post-retirement age…

27.02.2025 17:35 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I’m struggling to fight the fomo for Rolls Royce RR.L

Anyone have any comments on the co?

27.02.2025 10:02 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I agree over the next 4 years but governments are fickle. If the threats subside, so too will the spending is my worry. I would be a holder of defence stocks, just think I’ve missed that boat now we’re at peak β€œrearm”

25.02.2025 13:16 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

but will this new found appetite to rebuild last a decade?

25.02.2025 12:14 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

My hesitancy with buying EU defence names is that I can’t see a picture in 18months time that is MORE bullish than the present.

25.02.2025 09:25 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Hard to read much into the equity market moves when they’ve been straight up for 3 years

Wouldnt take too much notice until a 10% pullback

24.02.2025 18:21 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I made that decision today

20.02.2025 21:41 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Nintendo has well and truly broken out. Not sure it’s had a down day in the past month.

Switch 2 pre-ramp but coming off a fairly undemanding valuation

+32% YTD

20.02.2025 06:45 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Is Martin Shkreli on here yet? He taught me how to use excel

26.11.2024 21:54 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I feel this.

17.11.2024 08:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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